Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lawrence Stern is a financial advisor with Commonwealth Financial Network and has been in the industry since October 1991. He works with a wide range of clients including individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Robert offers financial planning, portfolio management for individuals and businesses, and pension consulting services. He holds a Series 6, 7, and SIE licenses, and is also a Chartered Financial Consultant. Robert is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
12/01/2011 - Present
Commonwealth Financial Network (AMHERST MA)
NY
10/24/1991 - 09/28/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Stern is the right advisor for you? Invested Better is here to help.
